Appleton Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,134
| Closed | -$203K | – | 270 |
|
|
2025
Q3 | $203K | Hold |
2,134
| – | – | 0.01% | 253 |
|
|
2025
Q2 | $200K | Buy |
+2,134
| New | +$196K | 0.01% | 250 |
|
|
2025
Q1 | – | Sell |
-2,314
| Closed | -$205K | – | 258 |
|
|
2024
Q4 | $205K | Sell |
2,314
-400
| -15% | -$36.7K | 0.02% | 248 |
|
|
2024
Q3 | $248K | Sell |
2,714
-249
| -8% | -$22K | 0.02% | 238 |
|
|
2024
Q2 | $249K | Sell |
2,963
-215
| -7% | -$17.7K | 0.02% | 238 |
|
|
2024
Q1 | $266K | Sell |
3,178
-1,795
| -36% | -$145K | 0.02% | 243 |
|
|
2023
Q4 | $388K | Sell |
4,973
-350
| -7% | -$26.1K | 0.03% | 213 |
|
|
2023
Q3 | $385K | Sell |
5,323
-370
| -6% | -$27.6K | 0.03% | 215 |
|
|
2023
Q2 | $423K | Sell |
5,693
-85
| -1% | -$6.21K | 0.04% | 212 |
|
|
2023
Q1 | $420K | Buy |
5,778
+325
| +6% | +$23.4K | 0.04% | 222 |
|
|
2022
Q4 | $393K | Sell |
5,453
-250
| -4% | -$17.8K | 0.04% | 227 |
|
|
2022
Q3 | $377K | Sell |
5,703
-68
| -1% | -$4.9K | 0.04% | 226 |
|
|
2022
Q2 | $405K | Buy |
5,771
+1,269
| +28% | +$92.9K | 0.04% | 223 |
|
|
2022
Q1 | $349K | Sell |
4,502
-178
| -4% | -$13.5K | 0.03% | 244 |
|
|
2021
Q4 | $379K | Buy |
4,680
+353
| +8% | +$27.3K | 0.03% | 238 |
|
|
2021
Q3 | $318K | Sell |
4,327
-323
| -7% | -$24.6K | 0.03% | 241 |
|
|
2021
Q2 | $342K | Sell |
4,650
-369
| -7% | -$26.7K | 0.03% | 234 |
|
|
2021
Q1 | $347K | Sell |
5,019
-189
| -4% | -$12.8K | 0.03% | 227 |
|
|
2020
Q4 | $354K | Sell |
5,208
-354
| -6% | -$23.3K | 0.03% | 221 |
|
|
2020
Q3 | $354K | Sell |
5,562
-612
| -10% | -$38.8K | 0.04% | 207 |
|
|
2020
Q2 | $374K | Sell |
6,174
-525
| -8% | -$31.2K | 0.04% | 196 |
|
|
2020
Q1 | $362K | Sell |
6,699
-1,081
| -14% | -$68.6K | 0.05% | 198 |
|
|
2019
Q4 | $510K | Sell |
7,780
-730
| -9% | -$46.9K | 0.06% | 194 |
|
|
2019
Q3 | $545K | Sell |
8,510
-540
| -6% | -$34.2K | 0.07% | 184 |
|
|
2019
Q2 | $559K | Sell |
9,050
-50
| -0.5% | -$3K | 0.07% | 179 |
|
|
2019
Q1 | $535K | Sell |
9,100
-1,117
| -11% | -$62.6K | 0.07% | 179 |
|
|
2018
Q4 | $535K | Buy |
10,217
+232
| +2% | +$12.8K | 0.08% | 166 |
|
|
2018
Q3 | $570K | Sell |
9,985
-215
| -2% | -$12K | 0.08% | 178 |
|
|
2018
Q2 | $542K | Sell |
10,200
-2,590
| -20% | -$136K | 0.08% | 179 |
|
|
2018
Q1 | $664K | Sell |
12,790
-1,050
| -8% | -$55.6K | 0.1% | 165 |
|
|
2017
Q4 | $730K | Sell |
13,840
-535
| -4% | -$27.8K | 0.11% | 157 |
|
|
2017
Q3 | $724K | Buy |
14,375
+435
| +3% | +$21.7K | 0.12% | 142 |
|
|
2017
Q2 | $682K | Sell |
13,940
-490
| -3% | -$23.9K | 0.11% | 147 |
|
|
2017
Q1 | $689K | Buy |
+14,430
| New | +$676K | 0.13% | 143 |
|
Other funds holding USMV
CCA
MRC
Appleton Partners's USMV Position: Q4 2025 in Review
Appleton Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,134 shares — an estimated $203K sold.
Appleton Partners first reported a position in USMV in Q1 2017 and held it in 34 quarters. The position peaked at $730K in Q4 2017. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.
- Appleton Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
- Appleton Partners sold 2,134 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $203K.
- Appleton Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and held it in 34 quarters.
- Appleton Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $730K in Q4 2017.
- 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.
Based on Appleton Partners's 13F filing for Q4 2025, filed 9 Jan 2026.